+56.8%
RGTI vs SHEL
+191.1%
-134.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +0.5% | +4.1% | -3.6% | -1.1% |
| 30D | -17.1% | +8.4% | -25.5% | -19.7% |
| 3M | -26.0% | +13.7% | -39.7% | -30.1% |
| 6M | -9.9% | +12.7% | -22.6% | -15.0% |
| YTD | -31.1% | +35.3% | -66.4% | -40.3% |
| 1Y | -8.5% | +39.4% | -47.9% | -21.7% |
| 3Y | +652.2% | +71.5% | +580.8% | +476.9% |
| All | +56.8% | +191.1% | -134.3% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SHEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling